MCA

Mercer Capital Advisers Portfolio holdings

AUM $187M
1-Year Est. Return 24.57%
This Quarter Est. Return
1 Year Est. Return
+24.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$183K
3 +$116K
4
OKE icon
Oneok
OKE
+$76.7K
5
DD icon
DuPont de Nemours
DD
+$60.3K

Sector Composition

1 Consumer Staples 15.62%
2 Financials 14.72%
3 Technology 13.49%
4 Healthcare 12.31%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-39
252
-5,500
253
-9,001
254
-4,376
255
-8,000